Physician Wealth Advisors’s H2O America HTO Stock Holding History

Physician Wealth Advisors’s Portfolio HTO Stock Details HTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17	Closed	-$884	–	2039
2025 Q2	$884	Buy	+17	New	+$904	﹤0.01%	1510

Other funds holding HTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Physician Wealth Advisors's HTO Position: Q3 2025 in Review

Physician Wealth Advisors sold out of H2O America (HTO) in Q3 2025, closing a stake of 17 shares — an estimated $884 sold.

Physician Wealth Advisors first reported a position in HTO in Q2 2025 and held it in 1 quarter. The position peaked at $884 in Q2 2025. 281 funds tracked by Wall St. Rank hold HTO as of Q3 2025.

Physician Wealth Advisors reported no remaining H2O America position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 17 H2O America shares in Q3 2025, an estimated $884.
Physician Wealth Advisors first reported a position in H2O America in Q2 2025 and held it in 1 quarter.
Physician Wealth Advisors's H2O America position peaked at $884 in Q2 2025.
281 funds tracked by Wall St. Rank held H2O America as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.